LB Partners LLC Purchases Shares of 20,000 PayPal Holdings, Inc. $PYPL

LB Partners LLC purchased a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 20,000 shares of the credit services provider’s stock, valued at approximately $905,000. PayPal comprises 0.8% of LB Partners LLC’s investment portfolio, making the stock its 22nd biggest position.

A number of other hedge funds have also modified their holdings of the business. Bard Associates Inc. acquired a new position in shares of PayPal during the 4th quarter worth approximately $25,000. Caitong International Asset Management Co. Ltd grew its holdings in PayPal by 15,233.3% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 460 shares of the credit services provider’s stock valued at $27,000 after buying an additional 457 shares during the last quarter. Safe Harbor Fiduciary LLC purchased a new position in PayPal during the fourth quarter worth $28,000. Kelleher Financial Advisors purchased a new position in PayPal during the third quarter worth $30,000. Finally, Advocate Investing Services LLC purchased a new position in PayPal during the fourth quarter worth $30,000. 68.32% of the stock is owned by hedge funds and other institutional investors.

PayPal Stock Performance

PayPal stock opened at $44.07 on Thursday. The firm has a market capitalization of $38.87 billion, a P/E ratio of 8.27, a PEG ratio of 1.08 and a beta of 1.33. The stock has a fifty day moving average price of $44.71 and a 200 day moving average price of $48.13. PayPal Holdings, Inc. has a 52 week low of $38.46 and a 52 week high of $79.50. The company has a current ratio of 1.26, a quick ratio of 1.26 and a debt-to-equity ratio of 0.47.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results on Tuesday, May 5th. The credit services provider reported $1.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.07. The firm had revenue of $8.35 billion for the quarter, compared to analyst estimates of $8.05 billion. PayPal had a return on equity of 25.02% and a net margin of 15.00%.The firm’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period last year, the company earned $1.33 EPS. Equities research analysts anticipate that PayPal Holdings, Inc. will post 5.3 earnings per share for the current year.

PayPal Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Thursday, June 4th were given a $0.14 dividend. The ex-dividend date of this dividend was Thursday, June 4th. This represents a $0.56 annualized dividend and a dividend yield of 1.3%. PayPal’s dividend payout ratio (DPR) is currently 10.51%.

Analysts Set New Price Targets

Several brokerages have recently issued reports on PYPL. BNP Paribas Exane upped their price objective on PayPal from $41.00 to $43.50 and gave the company a “neutral” rating in a research report on Friday, April 10th. Needham & Company LLC reissued a “hold” rating on shares of PayPal in a research note on Tuesday, May 5th. Daiwa Securities Group upgraded shares of PayPal from a “hold” rating to an “outperform” rating in a report on Wednesday, May 6th. Cantor Fitzgerald upped their target price on shares of PayPal from $42.00 to $54.00 and gave the company a “neutral” rating in a report on Tuesday, May 5th. Finally, Truist Financial decreased their price target on shares of PayPal from $45.00 to $44.00 and set a “sell” rating on the stock in a research note on Tuesday, May 12th. Eight analysts have rated the stock with a Buy rating, thirty-two have issued a Hold rating and five have issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $55.01.

Key Stories Impacting PayPal

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Piper Sandler upgraded PayPal from “neutral” to “hold,” which suggests some analysts see limited downside and a more balanced risk/reward setup. The Fly report on Piper Sandler upgrade
• Positive Sentiment: Multiple recent writeups say PayPal looks cheap on valuation, with forward earnings multiples near the lowest levels in years, which could attract value-oriented investors if execution improves. TipRanks article
• Positive Sentiment: Commentary also points to PayPal’s cost-cutting and AI-focused restructuring as potential margin tailwinds over time, supporting the case that the stock may be undervalued. Yahoo Finance article
• Neutral Sentiment: Several sector and comparison pieces this week, including articles on payment peers and fintech valuations, kept PayPal in focus but did not add a clear new catalyst for the stock. Motley Fool comparison
• Neutral Sentiment: PayPal is also being discussed as part of broader adoption of AI commerce infrastructure, which could be a long-term positive but is not an immediate earnings driver. Fortune article on AI shopping
• Negative Sentiment: Investor caution remains high because recent reporting and analysis highlight slowing growth, softer outlooks for Venmo and branded checkout, and pressure on profitability. Quiver Quantitative report
• Negative Sentiment: Goldman Sachs reportedly issued a “sell” rating, adding to the cautious analyst tone and reinforcing worries that estimates may still need to come down. The Globe and Mail report
• Negative Sentiment: Another recent market note said PayPal fell as the broader market gained, underscoring that investors are still skeptical about the turnaround story. Yahoo Finance market recap

Insider Activity at PayPal

In other PayPal news, CAO Chris Natali sold 1,337 shares of the stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $49.46, for a total transaction of $66,128.02. Following the transaction, the chief accounting officer owned 1,586 shares of the company’s stock, valued at $78,443.56. This trade represents a 45.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Frank Keller sold 4,612 shares of PayPal stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $42.54, for a total transaction of $196,194.48. Following the completion of the transaction, the insider owned 41,567 shares in the company, valued at approximately $1,768,260.18. This trade represents a 9.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 20,612 shares of company stock worth $966,623. 0.63% of the stock is owned by company insiders.

About PayPal

PayPal Holdings, Inc operates a global digital payments platform that enables consumers and merchants to send and receive payments online, on mobile devices and at the point of sale. The company provides a broad set of payment solutions, including a digital wallet, merchant payment processing, checkout services, invoicing and fraud-management tools. PayPal’s platform is designed to support e-commerce, in-person retail and person-to-person transfers, targeting both individual consumers and businesses of varying sizes.

Key products and services in PayPal’s portfolio include the PayPal wallet and checkout ecosystem, the Venmo peer-to-peer mobile app, Braintree’s developer-focused payment gateway, Xoom for international money transfers, and PayPal Credit and buy-now-pay-later options.